2023 Form 5500 filing — Brakebush Brothers, Inc. Welfare Benefits Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015092503NAL0029126641001) for Brakebush Brothers, Inc. Welfare Benefits Trust, reported by Brakebush Brothers, Inc. under EIN 39-1018863 and plan number 501. It reports 1,824 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092503NAL0029126641001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brakebush Brothers, Inc.
- EIN
- 39-1018863
- Plan number
- 501
- Location
- Westfield, WI
- Participants
- 1,824
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,821,401
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,821,401
- Employer contributions
- $11,886,163
- Participant contributions
- $3,505,583
- Total income / additions
- $15,436,763
- Benefits paid
- $16,744,913
- Administrative expenses
- $843,874
- Total expenses
- $17,588,787
- Net increase / (decrease)
- -$2,152,024
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Allegiance Benefit Plan Management | NONE | $358,978 | $2,921 |
| Delta Dental Of Wisconsin | NONE | $66,087 | $0 |
| Allegiance Benefit Plan Management | NONE | $47,706 | $0 |
| National Cooperativerx | NONE | $0 | $22,798 |
| Bmo Wealth Management | NONE | $8,577 | $0 |